How to Capture the Momentum Premium and Outperform Industry Benchmarks

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Monthly Archives: January 2016

Today at InsideETFs one of the best panels of the day was titled “Smart Beta – A Deep Dive”. The panel was moderated by FactSet and the format emulated the U.S. Presidential Debates, where each panelist was given two minutes to extrapolate their thoughts on Smart Beta (a term universally agreed upon as not so…

WTI Crude has been on a steep downward trend, dropping over 75% in about 18 months. At the time of writing, WTI had recently hit a 12-year low, briefly dipping below $27 per barrel. As a result, Oil & Gas Produces, Equipment Service & Distribution companies have all seen sharp falls in their share prices.…

Day 2 of the Inside ETFs conference in Hollywood, Florida concluded with a panel discussion amongst senior executives from some of the industry’s Titans in fund management and indexing including Vanguard, Invesco, BlackRock, SSgA, MSCI and Van Eck. The panelists were asked for their opinions on ways to improve the ETF industry and what types…

The World’s largest ETF conference gets underway in Hollywood, Florida on January 24 with four information packed days of speaking panels, technology demonstrations and killer cocktail parties. Trendrating will be amongst the many product, data and technology exhibitors participating in the event (Booth 319). CNBC’s @BobPisani will be broadcasting live as well as moderating a panel discussion. …

For many years investors have been accustomed to a “Santa Rally” throughout a good proportion of December and a green start to the New Year. 2016 has been different. Very different!! Volatility was more prevalent in the last few months of 2015 and yet we saw markets trying to rally later in December, despite the US raising…

Forecasting trends is impossible. Identifying and following trends is possible and can be highly lucrative. Trend Following and Legacy Momentum Approaches are some ways in which trends can be identified. However, they are not without their pit-falls. Trend Following systems, while quick to identify trends, tend to be erratic & unreliable in volatile markets, result…

2015 was an interesting year for stock investing. We started the year on an optimistic note with many markets boasting double-digit returns at the end of the first quarter. However, as year-end approached, the boom fizzled out and most markets ended the year flat to down. In this article by Matt Egan published in CNN Money, we…

Barron’s recently released their 10 Favorite Stocks for 2016 but before looking ahead they had to lick their wounds a bit from their picks in 2015 when they admittedly “passed up momentum stocks in favor of humbly priced ones.” Their 2015 picks were down on average 7% for the year vs. the S&P 500 which closed down just…

Including the Momentum Factor as part of a “smart beta” strategy is proven over time to boost risk-adjusted returns. Smart beta ETFs seek to combine the best of active and passive investing by outperforming the market while keeping costs low. By adhering to rules-based methodologies, these ETFs remain transparent and easy to understand. Different risk…